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Although it would be tempting to say 'hands up everyone that’s not here' it would be useful to know how many TMC owners with pre facelifts have not been affected by slower charging, if any. I know there are lots of owners in UK that report they are not affected, but I do not know if any of them are PFL. If it is every PFL car, I would say that is a pretty serious escalation and the magazines should be shouting it from the rooftops.Has anyone said they have a pre-facelift car that is not impacted by chargegate?
That is incorrect, 20K is what Tesla charges us for a battery pack, I am sure Tesla's purchase price is greatly reduced from Panasonic, all packs that are recovered can be disassembled and recycled.Again, we don't know the bounds of the issue. I assume it's beyond the "few" being claimed, otherwise their approach makes no sense. If, for instance, we say all pre-facelift S&X are affected or will eventually be affected, that's ~130K cars and at $20K for new pack, that's something like $2.6B. Even if its ends up being only half of those cars, its well beyond the current warranty reserves.
I supercharged yesterday from 40% to 90%, and when done, the pump ran for 5 hours while the car was parked and plugged in. Lost 1 mile per hour by the pump running off of the HV battery. The outside temperature of about 50F.
That is incorrect, 20K is what Tesla charges us for a battery pack, I am sure Tesla's purchase price is greatly reduced from Panasonic, all packs that are recovered can be disassembled and recycled.
Sure--I was using round numbers to simplify things., but I don't think the savings are as great as you might expect If we take Tesla's ~20% gross margin on vehicles, we can model that the loaded cost to them for a pack is ~$16K. Beyond that there are a number of one-time charges that need to be taken into account:
I see folks saying they don't care what happens to Tesla. I would gently suggest you should. Right now we have working cars, even if they are glorified city cars. We have a supercharging network, most of us have access to service departments and new parts and the cars have reasonable resale value. Granted all of these not as great as they once were or as we were promised, but they do exist. If Tesla goes under, we will really will have paperweights and it will provide the excuse for these legacy manufacture to pull back on their EV plans (ironically, they will probably say its out of abundance of caution to protect their customers).
- This magical pack does not exist--I assume we are not just getting packs with cells with the same issue, so the there is R&D cost to develop and test a new pack and associated software
- Even if they just decide to use the 2170 cells and can build a 2170-based pack that will fit in our cars (big if), that then supply constrains the 3 and the Y which might not be desirable for the revenue and profitability hit it creates over multiple qtrs
- There are increased logistics costs in moving all these packs around to various service centers and then moving old packs to wherever they are going
- There are new storage costs associated with storing both new packs and the old replaced packs
- There are new labors costs to build the packs and replace the packs
- There is a costs to disassembling the old packs and disposing of non-recyclable elements. Any benefit they get from that will be on the back end of the process--they will still need to "front" the money for the new cells first--like paying the recycling deposit on a can or bottle
Even if they just decide to use the 2170 cells and can build a 2170-based pack that will fit in our cars (big if),
I see folks saying they don't care what happens to Tesla. I would gently suggest you should. Right now we have working cars, even if they are glorified city cars. We have a supercharging network, most of us have access to service departments and new parts and the cars have reasonable resale value. Granted all of these not as great as they once were or as we were promised, but they do exist. If Tesla goes under, we will really will have paperweights and it will provide the excuse for these legacy manufacture to pull back on their EV plans (ironically, they will probably say its out of abundance of caution to protect their customers).
I hope they are delaying all of us so they can ready the cheaper batteries for warranty replacements. The LR model 3 pack is only about 4kwh smaller than my 85 pack and costs "$5k - $8k" according to an unreliable twitter source who also happens top be Tesla's CEO.
Elon Musk and Tesla need to be taught a hard lesson that you cannot treat your customers in this manner, If it cost the company 2 billion to fix this, so be it.
Sometimes you have to punish a petulant child to help them become a responsible adult.
It would make no sense to replace all the old packs with the same kind that will develop the same issues again in a few years. I just can't see Tesla putting in these new packs into the affected cars. But maybe that would actually be the cheapest option for Tesla.
It would make no sense to replace all the old packs with the same kind that will develop the same issues again in a few years. I just can't see Tesla putting in these new packs into the affected cars. But maybe that would actually be the cheapest option for Tesla.